SightMax

SightMax version 6.0 is the latest release by SmartMax Software Inc. With bleeding edge developmental
technologies this release reveals extensive enhancements enabling six focus areas; brand new business rules
and trigger functionality to enhance pro-active interactive and ROI tracking; open Development Architecture
implementation, SOAP integration, LINQ integrated query, .NET 3.5 framework support and Page Details
functionality upgrades.

New! Business Rules and Triggers – This great new feature allows you to Setup and Automate Business Rules
according to your customers’ behavior. With over 20 different triggers and nine different action settings you
can easily define multiple rules that "fire" on visitors and as they progress through your website. See the “summary” below for details. You will also find powerful scripting elements have been provided that can be placed into automated emails. (See Operator Console Help Icon (?) within the Rules Area for complete details) Establish business rules & triggers for returning visitors to your website based upon behaviors…

ChatAppExchange™ Open Development Architecture – Calling all Developers! The programmers at SmartMax have now opened SightMax Live Chat up to developers. ChatAppExchange™ allows you to write add-ons via an industry standard SOAP interface. Create and deploy mobile operator clients, web-based front ends to automatically create operators or accounts, scripts that can log operators in and out of SightMax…you have a vision? Now you can write it! The SightMax operator console is actually using the same SOAP Open Development Architecture that is available now to you. Develop away! Visit www.ChatAppExchange.com for more details.

New, Lighter Communication Protocol (SOAP rendered by Microsoft WCF) SOAP: Simple Object Access
Protocol is a lightweight and simple XML-based protocol.

LINQ Enabled – .NET is Language-Integrated Query (LINQ). An integral part of Visual Studio 2008 and
Microsoft .NET Framework 3.5., it is object to database mapping technology through which you can query
any type of collections of object, XML of database. LINQ also allows a single general purpose declarative
query facility to be applied to all in-memory information, not just information from external sources.

.NET 3.5 - SightMax 6 now uses .NET 3.5 for both server side and Operator.

Clickable Page Details Links - All page links are now "clickable" under the Page Details tab. The extension of
this feature allows you to click on all the page links that your visitor shows to have visited while on your
website. This is helpful to reach the specific pages of interest that the visitor viewed.

Previous Revision History:

eyeQ - eyeQ is our new chat monitoring and thresholding technology designed for "at a glance' decision making. At a quick glance of either the Supervisor Chat Panel or the My Chats Panel, the operator or supervisor can instantly gauge the performance and responses of the chat system. We've devised a color scheme system which displays certain colors for newly arriving chats, active chats, chat transfers and ended chats. There are three levels of color monitoring for new chats and active chats. If you glance at the console and see a sea of red, you would instantly know that your chats haven't been answered in 20 seconds. Additionally, if the operator doesn't respond back to a visitor with the allotted threshold times, you will be flagged with different colors as well.

Supervisory Chat Panel - Based on feedback from a few of our select enterprise level call centers, we've redesigned the Chats Panel to handle and manage a much higher volume of chats in 5.1. New additions include (1) the ability to "drill" down from the Master Account which allows viewing all chats under the account (2) Site Level which shows all chats for given site, (3) Queue Level, shows all chats within a given queue, and finally, (4) Operator Level, whereby you click on the operator name and only see the chats for the given operator. Each chat displayed is routed and displayed with our new eyeQ technology.

Status Bar - We've added a new status bar to the bottom left of the operator console. The status bar displays the following:

Total Chat Requests: All unanswered, pending chats.
Total Active Chats: Total number of chats currently within the system.
My Chats: Total number of chats that you are currently in.
Total Visitors: Total number of visitors currently on sites within the account.
Filtered Visitors: If you set the operator console to view a selected site, filtered visitors will only show the number of visitors for the selected site.

Operator Status and Quick Access Filtering - We've added several new buttons to the Ribbon Bar to allow the operator greater control. Filters include, changing the "Operator Status", Filtering offline operators, Filtering the visitor panel to only list your current chats or all chats within the system.

New Visitor Chat Window - We've redesigned the visitor chat window to allow for much easier customization. Each element, chat.aspx, prechatsurvey.aspx and waitingforoperator.aspx has an accompanying CSS file.

Copy to Clipboard - Added "Copy to Clipboard" feature to the Visitor Chat Window.

AJAX Powered Visitor Chat Window - Our new AJAX powered chat window eliminates some behind the scenes updating and allowed us to enable new features such as SmartQueue and the Position in Line indicator. By utilizing AJAX technology, we will be able to add additional new features much more easily.

SmartChat On-the-Fly Auto Language Translation - With SmartChat, operators can intelligently speak the language of the visitor. Once the visitor language is identified, the operator chats in their own native language and the text sent back to the vistor will be automatically converted to the visitors native language. For example, if the visitor is chatting in French, but the operator only speaks english, the operator simply chooses "French" and everything that is typed in english gets automatically translated to French for the visitor. See sample below:

Dragos 8:51:24 AM SightMax Installable for 2 Operators is $399.
SightMax Installable pour 2 opérateurs est de $ 399.

Dragos 8:51:44 AM It is a one time fee, and you won't have any monthly fees.
Il est une fois des honoraires, et vous n'aurez aucun frais mensuels.

Visitor 8:52:10 AM C'est parfait. Merci beaucoup pour vos réponses.
It's perfect. Thank you very much for your answers.

Visitor 8:52:17 AM us recontacterai surement
Recontact us surely

(Supported Languages include: Spanish, French, Italian, Portugese, German, Russian, Chinese, Japanese)

SmartQueue (Ability for the visitor to pick from a list of queues, with status of each queue) - Visitors can now select from a list of queues at the click of a single chat button. With SmartQueue, visitors can choose the desired queue either from a drop down list or radio buttons. Each queue shows the status (offline/online), plus each dynamically generated prechat survey for the given queue... all from a single chat window (see admin guide for implementation).

Additional SmartQueue Features:

Added query string to allow for multiple SmartQueue selection - As part of the SmartQueue feature, the administrator can selectively choose which queues show up in the selection dropdown/radio buttons from which the visitor can select.

Added the ability to customize the PreChat, PostChat, and Offline Banners in the CustomVis.xml

Position in Queue Notifications while waiting on chats - One of the advantages of our new AJAX Powered Chat Window is the ability to dynamically display the position that the visitor is "in queue". When a visitor invokes the chat, the waiting screen now shows their waiting position in line for that queue, i.e., "You are number 3 in queue" (see admin guide for implementation).

iMaximo (optional) - Industry First! Full SightMax Mobile Operator Console for the Apple iPhone. Written for WEB 2.0, features include complete Visitor Monitoring with Geo-Location, Co-Browse and Chat. Also included in iMaximo are our industry first Coaching and Joining of live chats, plus chat transfers and historical chat lookups; iMaximo even includes our SmartChat language translation. Additionally, our Web 2.0 implementation allows iMaximo to run on Apple MAC's and Windows PC's using browsers with full DOM2 compatibility including Apple Safari 3.0+, Firefox and Opera 9.0+ browsers (see www.sightmax.com for more details)

SightMaxMobile (Windows Mobile 5.0/6.0, optional) - The first of its kind. SightMaxMobile is a fully featured live chat operator console designed for Windows Mobile 5 Professional and WM6 Professional. SightMaxMobile allows you to login from your mobile device and view your website traffic in realtime, answer chat requests, join other chats and coach a chat in a supervisory mode. We even added the ability to Co-Browse your visitors. Visit SightMax.com for product details.

Operator Generated Dynamic Text Invites - Operators can now send custom text invites to visitors on the site. From the operator console, simply right click on a visitor and select "Text Invite", whatever is typed into the dialog box by the operator is sent to the visitor and overlayed onto the customizable invite image. Now you can pop up messages such as "Hi Bob, welcome back, if you place your order today, we can give you 10% off, click here to take advantage of these savings!".

Added label to identify which operator sent a text invite - When sending text invites, all operators see who was invited and which operator sent the invitation.

Added Operator ability to push session when not in chat - This feature adds the ability to push the visitor to pages within the site, even when they are not "engaged" in a live chat.

Added PostChat Surveys - Now you can create post chat surveys to gauge operator performance or any other type of visitor polling. Post chat surveys are configured just like our Pre-Chat surveys, with our WYSIWYG editor. Simply define your questions from list of field types and hit save! Post chat surveys are emailed to the queue administrator, as well as showing up in historical chat transcripts for retrieval at any time.

Added "Email Transcript" Option to PostChat Surveys - If the visitor doesn't select "Email Transcript" in the Pre-Chat Survey, they now have another option to have one emailed at the end of the chat via the PostChat Survey.

Added time stamps to Operator Console - We have added time stamps to the operator console as well as the database for historical retrieval and auditing. Time stamps are shown down to the second time intervals.

Host Name Field displays Friendly Chat Name - If a visitor has previously chatted and they return to the site, the operator will see their chat name rather than a cryptic host hame, for instance, instead of showing
amh-ded-rcautomation.dsl.airstreamcomm.net, the returning visitor would be displayed as "Bob Smith".

Corrected storage of Geolocation in the database - Location data was incorrectly stored in the database for the visitor.

Chats with double byte characters are now stored properly in the database - Previously, double byte chat transcripts were not stored correctly into the database.

Operator Chat Area Resizable - Operators can now resize the area in which they type by grabbing the resizable splitter bar.

Completely New Operator Console - The most advanced Live Chat Operator Console ever created. Designed with the latest tools, our new operator interface allows you to dock and undock each element, move each panel around or even turn them off completely. The SightMax Operator Console 4.0 was built around the new Microsoft Office 2007 Ribbon Bar, which provides the future in navigation. (4.0)

New Quick Access Canned Response Panel - We've redesigned the canned response section in 4.0. You can now have 26 keyboard shortcuts tied to your canned responses. They are defined as ctrl+shift+A through Z. We've also added a quick access panel which allows you to sort your canned responses, as well as, see all of them in our grid style presentation. We've also added quick access word completion, simply type the first few letters of the phrase you are looking for, if found, the system will allow for automatic completion of the phrase. (4.0)

New Visitor Grid Panel - We've completely redesigned the visitor panel. You can now do sorting/grouping and filtering to your own liking. Simply drag a column (or columns) header and drop on the sorting bar and SightMax will instantly sort the visitors based on your criteria. (4.0)

My Chats Node - The My Chats node is located off the "All Sites" tab. If you are an operator on a busy site, clicking the My Chats node will filter out all unwanted traffic and chats, allowing you to focus only on your current chat sessions. (4.0)

Optionally Force Chat or Invite Chat on a per Queue/Department Basis - We've enhanced Auto-Invite option allowing administrators to choose whether an invite or auto-invite is sent as an image or a forced chat. Forced chat would pop open a chat window on the visitor, whether they wanted to chat or not. You now have the option for this feature. (4.0)

Color Themes - Choose your desired color scheme from seven themes/skins. (4.0)

Preserving your Console Environment - SightMax 4.0 allows you to completely save all your operator settings, such as window position, colors, grid alignment and spacing. (4.0)

Enhanced "White Box" Option - The White Box option now includes co-branding in the operator console with your own logo. If you purchased our whitebox option, your operators will now see your logo on the operator login screen, the account name in the title bar and your logo in the "About" box. If you don't own the white box option, contact our sales team and it can be added to your system. (4.0)

Conversion to .NET 2.0 - SightMax 3.0 was built using the latest in .NET 2.0 technology, along with all plugin assemblies to .NET 2.0 as well! (3.0)

SightMax now with Microsoft SQL Express 2005
- SightMax 3.0 was designed for and bundled with the new and improved Microsoft SQL Express 2005! (3.0)

Enhanced Localization of Visitor Chat Window and Text - You can now fully customize your Visitor Chat Window and text in your native language! This includes all text and system messages that are viewed by or emailed to your visitors, thus creating a better visitor experience. (3.0)

Improved! Unanswered Chat Timeout -
Don't lose the sale! If a chat goes unanswered after a configured period of time set by you, the visitor will be directed to complete an Offline Message which will be emailed to a specified email address of your choice. (3.0)

Realtime Return Visitor History - At a glance Operators can now see how many times a visitor has come to your website. (3.0)

Custom Visitor Invite Images and Placement - Customize your Visitor Invite Image to be any size you wish. Like a small window? Medium or large...it's your choice! You can also customize where you would like the display position of your invite to show up on your pages. (3.0)

Auto Visitor Invite
- This "pro-active" feature allows you to automate/configure a timed chat invite graphic to pop up on a specific page of your website after a designated time. This is great for inviting visitors to chat who linger on a particular page for a while. (3.0)

Auto Email Transcript to Queue after Chat Session - Automatically email all chat transcripts to a specific Queue Administrator. This allows for parsing into CRM solutions, ticketing systems etc. (3.0)

Enhanced! The SightMax Operator GUI now allows your operators to reorganize/customize all of the visitor information columns to best suit their needs by drag and drop. Each Operators customized GUI is saved to Login memory. (3.0)

Microsoft Virtual Earth Tab - This great little feature courtesy of Microsoft, allows you to have a true bird's eye view of your website visitors physical location. Just too cool and we had to add it! (3.0)

IP Filtering for Specific IP's - This filter stops all reoccurring and unwanted website traffic from specified IP's from being logged into the database or displayed in SightMax. Great for filtering out localized traffic from being reported. (3.0)

Designated Purging of Database - Purge old chats and session data automatically with this time based purge feature. This helps to keep resources free, speed search time and keep the size of your database down. (3.0)

Cross Queue/Domain Transfer - A great feature! This allows for your operators to transfer chat sessions from one queue to another or even from one website (domain) to another website at the click of a button! Optionally, customer history can go with the chat session transfer. (3.0)

Reporting Generation - With new and improved behind the scenes adjustments, generating of reports is even faster and utilizes even less overhead. (3.0)

  • Operator Login: Enter your operator login that was created and given to you by the SightMax Administrator.
  • Operator Password: Enter your operator password that was created and given to you by the SightMax Administrator.
  • Account: Enter your account that was created and given to you by the SightMax Administrator.
  • Web service URL: Simply enter the URL of your website. (ex. www.MySightMaxServer.com)
  • Save Password: Saves your password, allowing for one click connection.
PLEASE NOTE: If you cannot see the options for 'Account:' or 'Web service URL:', click the button to expand the login dialog.
Operator Console Navigation

The New SightMax 4.0 Operator Console is designed around the new "Ribbon Bar" Navigation Menu and Dockable Panels. By clicking the round "SightMax" logo, you will see a set of commonly used menu items, such as "Options", "Help", "Server" and "Exit". Some of the options may have submenus as well. The main tabs "Home" and "Settings" will actually swap out the Ribbon Bar options with new buttons that pertain to that menu. As you move your mouse across the buttons, you'll notice they change colors as well as display tool tips for that button.
Shown below is the Ribbon Bar Navigation Menu

Docking Panels

With SightMax 5.1, you can move your panels around and "Dock" them to different locations. You can also undock panels and have them "float" on your screen as well as Pin and Unpin the panels (when unpinned, the docsk collapse and expand on mouse over). Additionally, under the "Settings" tab, you can select which panels are visible in your operator console (i.e., you might want to totally remove the Virtual Earth dock).

Note: If you need to reset the layout back to its default layout, simply select the "Settings" tab, then click the "Options" Button on the Ribbon Bar, then choose "Configurations", then click the "Reset Operator Layout" button.

Shown below, SightMax 5.1 with Panels.

Sorting the Chat Visitor Panel
Another powerful feature of SightMax 5.1 is the ability to sort or group visitors that appear in the visitor panel. Simply drag the column header and drop it in the space above. You can create complex grouping by dragging multiple columns.

Shown below, SightMax 5.1 with visitor sorting

Quick Access Canned Responses
You can have 26 keyboard shortcuts defined as canned responses. They are defined as ctrl+shift+A through Z. We've also added a quick access panel which allows you to sort your canned responses, as well as, see all of them in our grid style presentation. We've also added quick access word completion, simply type the first few letters of the phrase you are looking for, if found, the system will allow for automatic completion of the phrase.

Shown below, SightMax 5.1 Canned Response Quick Access
Supervisory Chat Panel

Based on feedback from a few of our select enterprise level call centers, we've redesigned the Chats Panel to handle and manage a much higher volume of chats in 5.1. New additions include (1) the ability to "drill" down from the Master Account which allows viewing all chats under the account (2) Site Level which shows all chats for given site, (3) Queue Level, shows all chats within a given queue, and finally, (4) Operator Level, whereby you click on the operator name and only see the chats for the given operator. Each chat displayed is routed and displayed with our new eyeQ technology.

Shown below, SightMax 5.1 Supervisory Chats Panel

eyeQ

eyeQ is our new chat monitoring and thresholding technology designed for "at a glance' decision making. At a quick glance of either the Supervisor Chat Panel or the My Chats Panel, the operator or supervisor can instantly gauge the performance and responses of the chat system. We've devised a color scheme system which displays certain colors for newly arriving chats, active chats, chat transfers and ended chats. There are three levels of color monitoring for new chats and active chats. If you glance at the console and see a sea of red, you would instantly know that your chats haven't been answered in 20 seconds. Additionally, if the operator doesn't respond back to a visitor with the allotted threshold times, you will be flagged with different colors as well. Below is a list of colors and their meaning:

Event Unselected Row Colors Selected Row
New Chat New Chat New Chat Selected
Threshold 1 (10 Seconds) New Chat Threshold 1 New Chat Selected
Threshold 2 (20 Seconds) New Chat Threshold 2 New Chat Selected
     
Active Chat Active Chat Active Chat Selected
Threshold 1 (10 Seconds) Active Chat Threshold 1 Active Chat Selected
Threshold 2 (20 Seconds) Active Chat Threshold 2 Active Chat Selected
     
Transfer Request Tranfer Request Selected Transfer Request
Ended Chat Ended Chat Selected Ended Chat
     


Shown below, SightMax 5.1 eyeQ in Action.

Status Bar

We've added a new status bar to the bottom left of the operator console. The status bar displays the following:

Total Chat Requests: All unanswered, pending chats.
Total Active Chats: Total number of chats currently within the system.
My Chats: Total number of chats that you are currently in.
Total Visitors: Total number of visitors currently on sites within the account.
Filtered Visitors: If you set the operator console to view a selected site, filtered visitors will only show the number of visitors for the selected site.

Shown below, SightMax 5.1 Status Bar

Filtering Chats and Operators

We've added several new buttons to the Ribbon Bar to allow the operator greater control. Refer to the screenshots and listings below:

Status Button: Clicking the "Status" button directly will status the operator from Online to Away (clicking again places the operator back to online). Clicking the down arrow will allow the operator to change to any status as shown below.

Operators: Clicking the "Operators" button will filter out all offline operators from the operator tree. Clicking the down arrow will allow the operator to set whether to show "Online" and "Online and Available" operators. Setting to "Online" will show all online operators, but there status might be out to lunch, or away, etc. "Online and Available" will only show operators which are "Online" and available for chat.

Chats Button: Clicking the "Chats" button directly will filter the Visitor Panel to show visitors and chats or filter the visitor panel to only show chats you are currently engaged in AND new chat requests. In a busy environment, this will allow operators to focus on only their chats, reducing the amount of visitors in the visitor panel.

Accepting a Chat
When a visitor initiates a chat, the 'Next' button at the bottom left of the GUI becomes green and the 'Next' button at the top left of the GUI becomes active. By clicking either 'Next' button, you will accept the longest waiting chat.
Multiple Chat Requests
If multiple chat requests are waiting to be answered, you can click the drop-down arrow to get a list of all waiting chats. Simply click the chat you would like to answer.

Illustrated below are the five ways to answer chats from the operator console. Please note, the panels are dockable to any location, so your layout might be different than shown below.

Shown below are several ways to accept chat requests.
You can answer new chat requests by selecting the "Next" button on the Ribbon Bar.
If you have the "Supervisory Chats" Panel exposed, you can right click and answer a new chat.
From the main "Visitor" Panel, you can right click on the visitor and answer the chat.
From the "My Chats" Panel, you can right click on the new chat request and answer the chat.
From the "My Chats" Panel, you can click on the "Next" button and accept the new chat request.
Responding to Chats
If you click off of your current chat(s) and the visitor(s) types a chat segment, you can click the 'Respond' button to choose which chat you want to respond to first.

You can also click the left and right arrows to scroll through all of your active chats.

Chat handling in SightMax 5.1 has been redesigned and improved, and introduces two new panels for chat handling. The "My Chat" panel, allows the operator to focus solely on their own chats and new chats coming in. It does not show any of the other queue members chats. The "My Chats" grid can be sorted based on a column (such as Chat State), as well as, the ability to create custom grouping by dragging the columns into the Grouping area of the grid.

My Chats
Ending a Chat
You can end a chat by right clicking on the chat (in the Chats panel) and selecting 'End Chat' or you can click the 'End' button at the top of the GUI.

Shown below are several ways to end a chat.

You can end the chat by clicking on the "End" button on the Ribbon Bar.
If you have the "Supervisory Chats" Panel exposed, you can right click and select "End Chat"
From the main "Visitor" Panel, you can right click on the visitor and select "End Chat"
From the "My Chats" Panel, you can right click on the chat and select "End Chat".
Chat Linger
The chat linger feature is for operators that wish to keep finished chats available without going to chat history and looking it up at a later time. When an operator is finished with a chat session, it is archived under their operator name. The chat icon and name of the visitor they were chatting with are grayed out to show that the chat is finished. Not only can you keep your current chats archived, you can keep other operator chat sessions archived as well (as shown in the following screenshot). In SightMax 5.1, you can filter your chats by clicking on the "Chats" panel, then choose any of the nodes (All, Sites, Queue, Operator). Additionally, the My Chats panel will show only your chats. By right clicking on any node, you will be given the option to delete lingered chats.


Go to 'Settings' / 'Options' / 'Configuration Tab' from the Ribbon Bar to toggle your chat linger settings.

Check 'Only linger my ended chats' when you only want to archive your previous chat sessions. In this mode, you can only see other operator chat sessions as they are occurring in real time. Those chat sessions will NOT be archived under their operator name when they are finished, but you can always lookup those chats in 'Chat History' at a later time.

Removing Lingering Chats
There are four ways in which lingering chats can be removed:

1. Operator - Right click on an operator name and select 'Remove ended chats under ...' to delete ALL archived chats for that specific operator.

2. Chat - Right click on an archived chat and select 'Remove ended chat' to remove individual chat sessions you no longer want to be shown.

3. Queue - Right click on the queue name and select 'Remove ended chats under ...' to delete ALL archived chats for every operator in the entire queue.

4. Site - Right click on the site name and select 'Remove ended chats under ...' to delete ALL archived chats for every operator in the entire site.

5. All - Right click on the All node and select 'Remove ended chats under ...' to delete ALL archived chats for every operator and every site within the account.

PLEASE NOTE: All previous chats are archived in 'Chat History' and can be accessed at anytime.

Transferring a Chat

Right click on your chat (in the Chats panel), move the mouse over 'Transfer chat ... to:' and select the operator you wish to transfer the chat too. You can also click the 'Transfer' button at the top of the Console. SightMax allows you to transfer chats from one operator to another, as well as across sites and across queue/departments. Additionally, when transfering across sites and queues, you can choose whether to force a new prechat survey or transfer blindly by skipping the prechat survey completely.

Note: You can initiate a transfer from three areas. The Ribbon Bar, the visitor panel, and the chats panel. All three areas function the same.

Shown below are multiple ways to transfer a chat request.

You can select the "Transfer" Button from the Ribbon Bar and choose to transfer to an individual operator, another queue either enforcing the pre-chat survey or skipping it as well as transferring to a completely different website. The Transfer Button will drill down as shown in caption 3.
You can right click on the visitor and choose transfer.
If exposed, you can right click on the Supervisory Panel and choose transfer.
From the "My Chats" Panel, you can right click on the chat and choose transfer.
Accepting/Rejecting Transfer Request
When an operator transfers the chat, the receiving operator can either accept or reject the transfer request. Simply right click on the chat name and select the 'Accept Transfer Request from...' or 'Reject Transfer Request from...'. the transfer option appears on the main Visitor panel, the "Chats" panel and the "My Chats" panel.

Withdrawing Transfer Request
If you have sent a transfer request to another operator, you can cancel your request by right clicking on the chat name and selecting 'Withdraw Transfer Request to...'



Cross Queue/Cross Domain Transfer Request
You may transfer a visitor in an live chat to another queue or domain by clicking on the 'Transfer button' or on the 'visitor chat name' or in the left tree'd view, then select from your available options.


Join a Chat
Right click on the chat you wish to join (in the Chats panel) and click 'Join Chat'. You can also click the 'Join' button at the top of the GUI as well as the visitor panel.
You can "Join" by highlighting the visitor in a chat and clicking on the "Join" button on the "Ribbon Bar"
From the Supervisory Panel, you can right click on a chat and choose "Join Chat"
From the Visitor Panel, right click on the chat in progress and choose "Join Chat"
Join Chat as Coach
Right click on the chat you would like to join and click 'Coach Chat'. You can also click the 'Coach' button at the top of the GUI. A coach can send private messages to the other operator in the chat. The visitor will not know that you have entered the chat and are chatting with the operator.
You can join a chat as a coach by highlighting the visitor in a chat and clicking on the "Coach" button on the "Ribbon Bar"
From the Supervisory Panel, you can right click on a chat and choose "Coach Chat"
From the Visitor Panel, right click on the chat in progress and choose "Coach Chat"
SmartChat On-the-Fly Auto Language Translation

SmartChat On-the-Fly Auto Language Translation - With SmartChat, operators can intelligently speak the language of the visitor. Once the visitor language is identified, the operator chats in their own native language and the text sent back to the vistor will be automatically converted to the visitors native language. For example, if the visitor is chatting in French, but the operator only speaks english, the operator simply chooses "French" and everything that is typed in english gets automatically translated to French for the visitor. See sample below:

Dragos 8:51:24 AM SightMax Installable for 2 Operators is $299.
SightMax Installable pour 2 opérateurs est de $ 299.

Dragos 8:51:44 AM It is a one time fee, and you won't have any monthly fees.
Il est une fois des honoraires, et vous n'aurez aucun frais mensuels.

Visitor 8:52:10 AM C'est parfait. Merci beaucoup pour vos réponses.
It's perfect. Thank you very much for your answers.

Visitor 8:52:17 AM us recontacterai surement
Recontact us surely

On-The-Fly Language Translation now includes 34 Languages, these include:

Arabic
Bulgarian
Catalan
Chinese
Croatian
Czech
Danish
Dutch
English
Filipino
Finnish
French
German
Greek
Hebrew
Hindi
Indonesian
Italian
Japanese
Korean
Latvian
Lithuanian
Norwegian
Polish
Portugese
Romanian
Russian
Serbian
Slovak
Slovenian
Spanish
Swedish
Ukrainian
Vietnamese

To use SmartChat, you must first set your "Default Language" type (the language that YOU speak) in the operator console under Settings|Options|Configurations


When you Accept a new chat, you must identify the language that the visitor is chatting in, then in your operator console, simply choose that language. From this point on, the chat segments they send will be automatically translated to your default language and the chat segments that you send will be translated to their language.

Sending a Private Message
In order to send a private message to the another operator, you MUST click the 'Send Private' button. If you want to send a public message to the visitor and other operator in the chat session, you will just need to click the 'Send' button as usual.


Spell Check

There are two ways in which operators can use the built-in spell check feature when composing a message in a chat session.

1. When a word is spelled incorrectly, it is immediately underlined in red. You can right click on the word in question to see spelling suggestions, ignore the misspelling and even add the word to your personal dictionary.

2. Instead of correcting your typo's as you are still typing, you may wait until you are finished. By clicking the 'Spell Check' button when you are finished typing, it will check for misspellings in the entire text you are about to send. After spell check is complete, simply click the 'Send' button to send the text.

Configuration
You can configure the spell check option to automatically check for spelling errors before sending a chat segment.

Go to 'Tools' / 'Options' / 'Configuration Tab'.

PLEASE NOTE: ONLY Account and Site Administrators have the 'Chat Surveys' option which allows for creating/editing
pre chat surveys and offline surveys.

Simply check 'Spell Check before sending chat segments'.

Click 'Ok' to save your changes.

Invite Visitors
Simply right click on a visitor's session and select 'Invite Chat' to invite a visitor to chat with you. An invite graphic will then appear on the visitor's screen and they can either choose to accept or reject the invite.


Invite Status
You can invite a visitor to chat as many times as you like. The number of times you have invited the visitor will be displayed when you right click on the session.

Accept
When the visitor accepts the invite, their host name becomes green.
Custom Text Invite
Operators can send custom text invites to visitors on the site. From the operator console, simply right click on a visitor and select "Send Text Invite", whatever is typed into the dialog box by the operator is sent to the visitor and overlayed onto the customizable invite image. You can pop up messages such as "Hi Bob, welcome back, if you place your order today, we can give you 10% off, click here to take advantage of these savings!".

After the clicking "Send Text Invite", the "Text Invite" dialog pops up. Simply type your message and hit send. The visitor is then sent your popup text invite, which they can click to accept or cancel.
Reject
When the visitor rejects the invite, their host name becomes red.

PLEASE NOTE: If the visitor has not accepted or rejected the invite, the host name will remain black in color.

Banning
The operator can "Ban" a visitor that is harrassing customer service personnel. The ban lasts for the duration set by the system administrator. By default, the ban lasts for 10 minutes. Banned visitors are shown to the operators with a brick wall icon in the host name visitor column.


Custom Invite Graphic
You can use your own custom invite graphic that you have created or you can use the default image included with SightMax. Please contact your SightMax Administrator regarding customization specifications.
Sign In/Out of Queue
Operators can sign in/out of a selected queue by right clicking on a queue name that they are a member of and selecting 'Sign in/out of ... queue'.

When an operator logs in for the first time, they MUST sign into any queue(s) they are a member of in order for a visitor to chat with them. In the example below, Robert was just created by the administrator and is logging in for the first time. Although he appears to be online and available for a chat, he is not logged into the queue to accept a chat (This is noted by the red X). Simply right click on the queue and click 'Sign into ... queue'. Robert will then be online, available, signed into the queue and ready to accept a chat(s) (operator available).

Set Operator Status
Operators have the ability to set their availability to Online, Away, Back in Five and Out to Lunch. Simply right click on your operator name and select your desired status.


Away Timeout
Operator availability, by default, will automatically be changed to 'Away' if you are inactive for 300 seconds (5 minutes). To change the timeout go to 'Tools' / ' Options' / 'Configuration Tab'. Simply check 'Away Timeout' and enter the amount of seconds of inactivity before the operator status is automatically set to 'Away'. If you leave 'Away Timeout' unchecked, operator status will never automatically be changed to 'Away'.

Enable/Disable Sounds
Operators have the ability to turn on/off selected sounds from the Operator GUI. For example, you can turn off the bell sound that indicates that a new operator has logged into SightMax.

Go to 'Tools' / 'Options' / 'Notifications Tab'.

PLEASE NOTE: ONLY Account and Site Administrators have the 'Chat Surveys' option which allows for creating/editing pre chat surveys and offline surveys.

Simply check each action (under the 'Audio' column) that you would like to be notified of with a sound (.wav file) when it occurs. By default, the sounds are located in C:\Program Files\SmartMax Software, Inc\SightMax\Operator Client\AV You can use any sound you like as long as it is a .wav file and it is named properly.

Click 'Ok' to save your changes.

Ringback on New Chats
When this option is enabled, the .wav file used to notify you of a new chat waiting is repeated every twenty seconds until the new chat is accepted by an operator.

Go to 'Tools' / 'Options' / 'Configuration Tab'.

Simply check 'Use Ringback on new chats'.

Click 'Ok' to save your changes.

Ringback Notification WIndow
If you have window notifications enabled, the time the visitor has been waiting for someone to answer their chat is displayed. See the next section for more detailed information on notification windows.

Notifications
Operators have the ability to turn on/off selected notification windows and flashing task bars from the Operator GUI.

Go to 'Tools' / 'Options' / 'Notifications Tab'.

PLEASE NOTE: ONLY Account and Site Administrators have the 'Chat Surveys' option which allows for creating/editing
pre chat surveys and offline surveys.

Notification Windows
Simply check each action (under the 'Window' Column) that you would like to be notified about with a pop up window in the system tray when it occurs. For example, you can enable a notification window to pop up when a new chat is waiting to be answered.

The notification windows will appear at the bottom right of your screen directly above the system tray. The example below is a notification window alerting operators that a chat from "Robert" is waiting to be answered.

You can also click on window notifications to get focus on the corresponding chat session.

Flashing Task Bar
Simply check each action (under the 'Flash' Column) that you would like to be notified about with a flashing task bar when it occurs. For example, you can have your task bar flash when a new chat is waiting to be answered.


Page Details
Click the 'Page Details' tab to see the referral page link that directed visitors to your site, every page they have visited on your site, the current page title they are on and total number of pages they have visited on your site.


Referrer Details

In the right panel you can view the 'Referrer Details' of a website visitor.

Referred by: The search engine or website URL that directed the visitor to your website.
Keywords: The keywords that the website visitor entered into the search engine or URL to get to your website.
Query String: or, Query String Name Value Pairs: For troubleshooting and convenience, the raw query string is displayed. Unless you have specific knowledge pertaining to query strings you can disregard this information.

Referrer Symbol: When a visitor has come to your website from a search engine or via a link from another site, then referrer symbol will be displayed to the left of the site name. Simply click the session to the see the referrer details as discussed above.

Geo Location
Geo Location allows operators to determine where visitors are from, who they are (organizational name), City, State, Country and Postal Code. Additionally, IP details are provided, which displays a reverse dns lookup of the visitor and their Internet Service Provider (ISP).


Push Pages
Operators can define a list of commonly viewed pages and automatically "Push" customers to those pages. During a chat session, simply click on the 'URL' button to open the 'Push URL' dialog. Enter the target URL you want to push the customer too and select whether the page has the protocol of http or https from the 'Protocol' drop down. Finally, click the 'Push to URL' button to automatically push them to that target page or click the 'Send Link' button to send them a hyperlink to that target page.

When you click either the 'Push to URL' or 'Send Link' button another dialog will popup. You can give a name to that link that you pushed and save it as a canned response.

If you want to push a customer to a URL that you have already created as a canned response during a previous chat session, simply click the 'URL' button and use the drop down to select a URL.

Canned Responses
An operator has the choice of either sending account defined canned responses (Setup and only editable by the Account Administrator) or creating their own personalized responses.


  • Click 'Canned Responses' and then 'Manage' to open the Canned Responses dialog.
Adding a Canned Response
Click the 'New' button, enter your response and then click the 'Save' button to add a canned response. After creating a canned response, you will need to click the checkbox to the left to activate it. A hot key will be assigned to each canned response for fast and easy usage. You can select a response and use the up and down arrows to change the hot key that is assigned to each. Hot keys that can be used are CtrlShiftA-CtrlShift-Z. You can create 26 canned responses that are tied to shortcut skeys. Additionally, you can create more than 26 canned responses, you just can't tie them to shortcut keys, however, they will be available for you to choose via the Canned Responses Quick Access Panel, or by clicking on "Manage" on the Ribbon Bar.

PLEASE NOTE: URL's are blue in color and standard text responses are black.

Editing a Canned Response
You can right-click on any canned response to pull up the context menu for editing.


Executing a Canned Response
Click 'Operator Canned Responses', 'Operator' and then select a response that you have added from the list. You can also use the hot key that is associated with each response for quick use.


Virtual Earth
Click the 'Virtual Earth' tab to see a true satellite view of your visitors reported location while they are browsing on your website. For complete details on using all the features of Microsoft Virtual Earth visit local.live.com


Co-Browse
Click the 'Co-Browse' tab to view each page that visitors are currently browsing in real time. This is invaluable when a customer has a question about a particular page's contents and is extremely useful if you want to guide a customer through to specific pages and information.


Instant Messaging (IM)
Operators can send instant messages to other SightMax operators. Simply double click or right click on any operator that is online and select 'Send an IM to...' You can do this from both the Operators Pane and Chats Pane.

You can click on the instant message (IM) window notification to get focus on the corresponding IM session.

IM History
There are two ways in which you can view a history of your IM sessions with another operator:

1. Operators that are offline: Right click on an operator that is set to 'Offline' and select 'Get IM history with ...' or simply double click on the operator name. Click the 'History' tab and then the 'Get History' button. The history includes the date, start, end time and complete transcript of all IM sessions you have had with the operator you are in an IM session with.

2. Operators that are online: Right click on an operator that is 'Online' and select 'Send an IM to ...' or simply double click the operator name. Click the 'History' tab and then the 'Get History' button. The history includes the date, start, end time and complete transcript of all IM sessions you have had with the operator you are in an IM session with.

Spell Check Configuration (for IM Sessions)
You can configure the spell check option to automatically check for spelling errors before sending an IM chat segment.

Go to 'Tools' / 'Options' / 'Configuration Tab'.

PLEASE NOTE: ONLY Account and Site Administrators have the 'Chat Surveys' option which allows for creating/editing pre chat surveys and offline surveys.

Simply check 'Spell Check before sending IM segments'.

Click 'Ok' to save your changes.

Surveys
Click the 'Survey' tab to view a visitor's pre chat survey.

PLEASE NOTE: If the visitor chose to have the transcript of the chat emailed to them, '(Send Transcript)' will be placed next to the email address.

Exit, Minimizing and Disconnecting
Exiting SightMax
To close and exit SightMax, click 'File' / 'Exit SightMax'.

By default, if you click the "X" button (close), SightMax will be minimized and placed in the system tray. You can change this configuration and have SightMax close upon clicking the 'X' button by going to 'Tools' / 'Options' / 'Configuration Tab' and simply unchecking 'Minimize SightMax on Close'.

Minimizing SightMax (Placing it in the system tray)
If you would like to place SightMax in the system tray, click the 'Options' tab then choose "Application", then 'Hide SightMax'.

PLEASE NOTE: When SightMax is minimized and placed in the system tray, it is still running. Simply double click on the SightMax icon to reopen the GUI. You can also hover your mouse over the SightMax Icon in the system tray to display your status (Online, Offline or Connecting), number of website visitors browsing your website, number of chats waiting to be answered and the number of chats that have been accepted and are in progress.

Connecting/Disconnecting from the SightMax Server
Simply go to round "SightMax" icon and select 'Server' / 'Disconnect' if you are currently logged into SightMax.

After you are disconnected, the GUI will stay open. To reconnect, simply go to 'Server' / 'Connect'.

Realtime Return Visitor History

Operators can view the number of times, 'Previous Visits' that a visitor has been to the website, as well as, the number of previous chats by the same visitor..

Chat History
To view a summary of all chat sessions that have occurred, click 'Tools' and then select 'Chat History'.

PLEASE NOTE: ONLY Account and Site Administrators have the 'Chat Surveys' option which allows for creating/editing pre chat surveys and offline surveys.

You can view a visitor's chat history information, pre-chat survey and complete transcript of the chat session. Chat history information displays the date and time of the chat, hostname of the visitor, IP address of the visitor, name of the visitor, duration of chat, the site and queue in which the visitor initiated the chat and the name of the operator that accepted the chat. You can also view the 'chat type' which displays whether the chat was requested by the visitor or operator.

Searching
Searching by Date
You can search using a date range (including the time to be more specific).

Searching by Site
You can search through all sites that you are a member of or you can search in a specific site.

Searching by Queue
You can search through all queues that you are a member of or you can search in a specific queue.

Searching by Operator
You can search through chats that were accepted by a specific operator or you can search through all chats that were accepted by any operator.

Searching by Chat Name
1. Search for Chat Name: You can search for chats by the name of the website visitor that chatted with an operator. (Ex. Roger - You will be shown all chats that were with website visitors with "Roger" in their name.)

2. Match Text Exactly: This allows you to search for a specific website visitor name. (Ex. Roger Moore - You will only be shown chats with website visitors named "Roger Moore".)

Additional Constraints
Chat Accepted: When enabled, you will only search through chats that were accepted by an operator.
Transfer Activity: When enabled, you will only search through chats that were transfered at one point.
Join Activity: When enabled, you will only search through chats in which an operator joined.
Visitor Response: When enabled, you will only search through chats in which the visitor actually responded and sent text to the operator.
Chat Timed Out: When enabled, you will only search through chats that timed out.
Pre-Chat Survey Skipped: When enabled, you will only search through chats that were started with no pre chat survey.

Restrict Chat Type:
  1. Visitor Initiated: When enabled, you will only search through chats that were initiated by a website visitor.
  2. Operator Invited: When enabled, you will only search through chats in which an operator invited a website visitor to chat.
Print
Print Preview: Click the 'Print Preview' button to preview the chat session before printing.
or
Print: Click the 'Print' button to print out the chat session.
Get Summary
After choosing your search options, click the 'Get Summary' button to view the chat session you specify.

Business Rules and Triggers

Business Rules and Triggers
Have a returning visitor to your website that's had a previous chat? Need to ban a visitor that came to your site from a referring URL? In SightMax 6.0 with our new automated Business Rules, you can easily create multiple rules that "fire" on visitors. We have over 20 different triggers, with nine different actions. We've even provided powerful scripting elements that can be placed into automated emails. (See Operator Console Help Icon (?) within the Rules Area for complete details)

Summary of Rule Triggers:
Visitor Enters Site: Executes when the Visitor first enters the site.
Visitor Changes Page: Executes when the visitor views a new page.
Visitor Declines Invite: Executes when a visitor declines an Invite.
Returning Visitor: Executes if it is not the first time a visitor comes to the site.
Query String Contains: Executes if the query string of the current page contains the value defined.
Number of Visits: Executes if the number of previous visits is equal to the value specified.
Visitor Starts Chat: Executes when a visitor requests a chat.
Visitor Ends Chat: Executes when a visitor ends a chat.
Visitor Chat Segment Contains: Executes if a visitor chat segment contains a specific value.
Visitor City Contains: Executes if the visitor’s city contains the value specified.
Visitor Country Contains: Executes if the visitor’s country contains the value specified.
Visitor State or Province: Executes if the visitor’s state or province contains the specified value.
Visitor Zip Code Contains: Executes if the visitor’s postal or zip code matches the value specified.
Number of Pages Visited: Executes when the number of pages visited equals the value specified.
Page Referrer Contains: Executes if the referrer of the current page contains the value specified.
Visitor Browser: Executes if the visitor’s browser contains the specified value.
Visitor Idle on Page (Seconds): Executes if the visitor is idle on a page equal to the specified value.
Visitor Idle in Chat (Seconds): Executes if the visitor is idle in a chat equal to the valued specified.
Visitor Lands on Page Address: Executes if the current page address is equal to the value specified.
Host Name or IP Address: Executes if the visitor’s host name or IP address is equal to the value specified.
Chat Request Timeout: Executes if a visitor’s chat request is unanswered.
Visitor has Chat History: Executes if the visitor has participated previously in a chat.

Actions Fired when Trigger Conditions Met:
Invite Visitor: Sends a normal invite to the visitor
Push Visitor Sessioin: Pushes the visitor to the specified URL.
Send Text Invite: the visitor will be sent a text invite with the specified text.
End Chat: Ends the chat the visitor is participating in.
Send Chat Segment: Sends a text chat segment to the visitor. The segment will appear to come from the operator.
Ban Visitor: Bans the visitor from chatting with operators.
Alert Operator: Sends an alert to all the operator displaying the specified value.
Terminate All other Rules: When this rule is triggered, it prevents any more rules from being triggered.
Send Email: Sends an email to the specified recipient from the specified sender. (See below for scripting actions)

Scripting for Email Action:
The Send Email action allows you to send an email. There are a few custom tags that allow you to retrieve certain visitor information and insert in to the email. These tags are described below. The body of the email accepts HTML as well.

{ChatName}: Retrieves the last name of the visitor used in a chat
{IPAddress}: Retrieves the IP Address from the Visitor
{LastChat}: Retrieves the last chat of the Visitor (Formatted in HTML).
{HostName}: Retrieves the Visitor’s HostName
{NumberOfVisits}: The number of previous visits to the site by this visitor
{NumberOfChats}: The Visitor’s number of previous chats.
{NumberOfPages} The number of pages the Visitor viewed during the current session.
{TotalTimeOnSite}: Total time the visitor spent on the site
{GeoLocation}: Retrieves the Country, State/Province, City, ISP and the Organization of the Visitor
{Referrer}: Retrieves the referrer of the page the Visitor is currently on
{Browser}: Retrieves the name of the Browser the visitor is using
{PageHistory}: Retrieves the list of pages the visitor viewed for the current session
{SessionStartTime}: Retrieves the start time of the Visitor’s session in UTC
{SessionEndTime}: Retrieves the end time of the Visitor’s session in UTC
{HasChatRequestWaiting}: Returns True if the visitor has an active chat request
{Website}: Returns the name of the website the visitor was viewing
{Queue}: If the visitor is in a chat, returns the Chat’s queue, otherwise returns the session’s queue.
{CallQueueState}: Returns the state of the current Queue the visitor is browsing
{QueryString}: Returns the query string of the page the visitor is currently viewing
{Account}: Returns the name of the Account the Visitor’s session is part of.
{CurrentPage}: Returns the address of the page the Visitor is currently viewing
{VisitorEmailAddress}: Returns the Visitor’s email Address used in their last chat.
{TotalPagesVisited}: Returns the number of total pages visited by the visitor in the current session
{LastOperatorToChat}: Returns the name of the last operator to chat with the visitor.

Rule Level:
Rules, can be assigned to a specific acocunt within the system or a selection of sites and queues.

Run Rule when not logged in:
Select this option if you want the rule to trigger regardless of you login state (whether you are logged into the operator or not).

Trigger Executes Once:
Select this option if you only want the rule to execute one time when the conditions are met.

Customized Pre/Post Chat Survey/Offline Survey

What is a pre chat survey?
Pre chat surveys are filled out by visitors before chatting with an operator. Most pre chat surveys ask the visitor for their name, email address, company name and any other information that may be useful to the company.

What is a post chat survey?
Post Chat surveys are filled out by visitors after the chat has ended with an operator. You could use the post chat survey to measure the effectiveness and level of satisfaction that the visitor had with the attending operator. The queue administrator will receive an email with the post chat survey results. Additionally, you can view the results from the "Chat History" section of the SightMax Operator Console.

What is an offline survey?
If a visitor clicks on the chat icon and there are no operators available, they will have the option to leave a message. Once the offline survey is filled out, it is automatically emailed to an address specified by the SightMax Administrator. An operator can then email the visitor and follow up on their inquiry.

PLEASE NOTE: Only Account and Site Administrators can create/edit customized pre chat/offline surveys.

Creating a Pre or Post Chat Survey
Click 'Settings' on the Ribbon Bar, then "Chat Surveys", select the site you want to edit, select the queue you want to edit and click 'Pre Chat'.

Note: Select Post-Chat for the creating a Post Chat Survey, the options are the same.

Current Pre Chat Survey
When the survey dialog opens, you will be on the 'Current Pre Chat Survey' tab. These are the settings of your current pre chat survey. The columns 'Type', 'Label', 'Required', 'Default Value' and 'Tool Tip' will be discussed in the next section, 'New Pre Chat Survey'. These are setup during customization.

The dialog will display what site and queue you are editing (as shown above). Click the 'View' button to preview the survey in HTML format. Before the preview is shown, however, you need to enter the website URL where SightMax is installed.

By default, the survey has the following information:

PLEASE NOTE: When you add 'VisitorEmailAddress' to the pre chat survey, the pre chat survey will give the visitor the option to have the transcript emailed to them.

New Pre Chat Survey
Click on the 'New Pre Chat Survey' tab to begin customizing your survey.

New 'Pre Chat Survey' Tab Overview
  1. Description: Label your survey with any name you like.
  2. Up and down arrows: Click on any of the survey types and use the arrows to move them up or down in the list. This will determine the order they will be displayed in the final survey.
  3. Edit: Click on any of the survey types and then click the 'Edit' button to edit their settings. For example, click on 'VisitorName' and click the 'Edit' button.
    1. Type: There are eight different types that can be created: CheckBox, CheckBoxGroup, Label, RadioButtonGroup, TextArea, TextBox, VisitorEmailAddress and VisitorName. In this example we are working with the 'VisitorName' type. This will create a textbox for the visitor to enter their name when filling out the pre chat survey.
    2. Label: This is simply the label that will appear next to the survey type you create. In the example below I have created a textbox with a label of 'Your name'.
    3. Default Value: You can specify any default value to be shown in your textbox. In the example below I have created a textbox with a label of 'Your name' and 'Default Value' of 'Enter Full Name Here!'
    4. Required: If the 'Required' checkbox is selected, then the visitor is required to enter something into the textbox to continue. (They cannot leave the textbox blank)
    5. Tool Tip: You can enter any information you would like to be displayed when a visitor hovers over a survey type you create.
  4. Delete: Simply click on any survey type and then click the 'Delete' button to delete the survey type.
    1. Confirm Item Delete: If this is selected, then any time you select a survey type to delete, a confirmation message will pop up asking if you are sure that you want to delete that survey item. Note: This does not affect the live survey item on the server. The server will only replace the survey when the 'Replace Current Survey' button is selected.
    2. Delete Existing Survey: If checked, the server will delete the existing survey rather than just disabling it. However, if the existing survey has responses from previous visitor chats, it will just be disabled.
  5. New: Click the 'New' button to create a new pre chat survey. There are eight different types that can be created: CheckBox, CheckBoxGroup, Label, RadioButtonGroup, TextArea, TextBox, VisitorEmailAddress and VisitorName.
  6. Preview: Click the 'Preview' button to preview the survey in HTML format. Before the preview is shown, however, you need to enter the website URL where SightMax is installed.
  7. Replace Current Survey: When you are done editing or creating a new pre chat survey, click 'Replace Current Survey' to replace and use it as your current survey.
Creating Checkbox, Label, TextArea, TextBox, Visitor Email Adress and Visitor Name
Tutorial: Creating a Checkbox
In the following example, we will create a CheckBox to ask if the visitor would like to sign up on a mailing list.
  1. Click the 'New' button on the 'New PreChat Survey' tab.
  2. You will need to select 'insert at top', 'insert at bottom', or 'insert above selected' to determine where the new survey type will be located in relation to your other survey type(s) already created.
  3. Select 'Standard Survey Item'.
    PLEASE NOTE: Only the 'RadioButtonGroup' and 'CheckBoxGroup' can use the 'Radio Button Sub Item' and 'Checkbox Sub Item' radial buttons.
  4. Select any of the six survey types above from the drop down. (In this example, we are creating a CheckBox.)
  5. Enter a 'Label'. (This is simply the label that will appear next to the survey type you create.)
  6. Enter a 'Tool Tip' if you like. (You can enter any information you would like to be displayed when a visitor hovers over a survey type you create.)
  7. Select 'Checked By Default' if you would like this checkbox to be selected automatically in the survey.

    Click the 'Save' button to add the new checkbox.

The screenshot below is an example of our survey after adding the checkbox.

Click the 'Replace Current Survey' button to use the newly created pre chat survey.

Creating a CheckBox Group and Radio Button Group
Tutorial: Creating a Radio Button Group with two sub items
In this example, we will create a RadioButtonGroup (with two sub items) that asks how many employees the visitor's company employs.

What is the difference between a CheckBoxGroup and RadioButtonGroup?
A visitor can make multiple selections when using a CheckBoxGroup. When using a RadioButtonGroup the user can only select one option.

  1. Click the 'New' button on the 'New PreChat Survey' tab.
  2. You will need to select 'insert at top', 'insert at bottom', or 'insert above selected' to determine where the new survey type will be located in relation to your other survey type(s) already created.
  3. Select 'Standard Survey Item'.
  4. Select 'RadioButtonGroup' from the dropdown.
  5. Enter a 'Label' (This is simply the label that will appear next to the survey type you create)
  6. Enter a 'Tool Tip' if you like. (You can enter any information you would like to be displayed when a visitor hovers over a survey type you create.)
  7. Click the 'Save' button to add the RadioButtonGroup.
  8. Next, select the new survey type you just created. Click the 'New' button to enter the sub items.

  9. Select 'Insert New Sub Item'.
  10. Select 'Radio Button Sub Item'.
  11. Enter the 'Label'. In this case we will enter 1-10 representing the number of employees.

  12. Go ahead and repeat steps h - k above and add another sub item of 11-50.


    You will now have two sub items created under "How many employees do you have?".

  13. Click the 'Preview' button to preview the final survey in HTML format.

  14. Click the 'Replace Current Survey' button to use the newly created pre chat survey.
    PLEASE NOTE: Notice that the survey items in the screenshot above are not organized very well. Remember that you can put the survey questions in any order by going to the 'New Pre Chat Survey' tab and using the up and down arrows to determine the order in which they will appear. The screenshot below shows a better organized pre chat survey.
Administrator Report
SightMax includes a complete set of Administrative Reports. The following reports are available:


Operator Activity Report: Report shows all operator activity, total number of chats, total invites, total instant messaging segments and percentage of chats.

Visitor Activity Report: The Visitor Activity Report shows each visitor that went to the website, their host name, IP, total visits, total pages viewed, total chats and average time on the website.

Chat Details Report: The Chat Activity Report summarizes all chats for a given period. Information includes, chat name, chat queue, accepting operator, total visitor segments, total operator segments, start time, waiting time, total chat time, average operator and visitor response times.

Website Activity Report: The Website Activity Report is a summary report which shows, website name, total visitors, offline clicks, total prechat survies, total prechat skipped surveys, total chats, average waiting time for chats and average visitors per day.

Keyword Details Report: The Keyword Details report shows the keyword that was typed into a search engine (i.e., google, msn, yahoo, etc.), the referal link where the visitor came from, the landing page and the total number of clicks.

PDF (Default)
XLS (Excel Spreadsheet)
HTML

Important: You must have a "Default Printer" defined in Windows for reports to function. If you don't have a printer defined, reporting will not operate.

Sample Visitor Activity Report Shown Below:

PLEASE NOTE: Reports are only accessible to Account Administrators, not regular website operators.

You can view all SightMax icons (and their descriptions) at any time when you are logged into the GUI by going to 'Help' / 'SightMax Icon List'.

You can view the quickstart guide at any time when you are logged into the GUI by going to 'Help' / 'Operator QuickStart Guide'.


Click 'Help' / 'About' to get the following information about the SightMax Operator GUI you are running:

  • The name of the server you are connected too.
  • SightMax Operator GUI version information.
  • SightMax Operator GUI build information.
  • Operating system version.
  • Common Language Runtime Version (Version of .NET currently installed).
  • User Name.
  • User Domain.
  • The machine name that the SightMax Operator GUI is installed.
  • Current directory the Operator GUI is installed.
  • Your machine's system directory.
SightMax Support Center
"Zero Cost Technical Support for 60 Days"
We believe quite strongly in providing outstanding technical support after the sale and provide "Zero Cost Technical Support" to our customers for 60 days. You can submit trouble tickets and view knowledge base articles via our website at www.sightmax.com/support, or email support@sightmax.com and a technician will return your email. You may also call our technical support line from 9:00am to 5:00pm CDT at 918.388.5900 option 2.

You can use any of the following methods to purchase SightMax:
Order Online: shop.sightmax.com
E-Mail Us: sales@sightmax.com
U.S.A. Toll Free Sales Line: 888.770.8001
International Sales Line: 918.388.5900